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Mar 21, 2013
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i mean, again, why do you have to choose apple or samsung? sell shelves during the gold rush and sell chains during the smartphone wars. that's the way to go, and qualcomm just raised their dividend. a good buyback plan now. they are terrific. >> i've got a question for you. you do a lot of asset allocation, keep talking about the great rotation going over five years. are you starting to advise your clients to lighten up on bonds and go more into equities or just sticking with equities? how do you see that? >> asset allocation for wealthy individuals includes everything so we have stocks, bonds, a lot of cash. wealthy individuals hold over 25% cash generally. >> are you moving more out of bonds into equities as a lot of people are talking about? >> we've had a lot of buy and hold bonds. had great bonds that we bought three years ago. you won't get the coupon when the bonds mature so as the bonds mature you really have to look at where else can you get yield and, unfortunately, you won't get the yield in the high grade corporate bonds. you hav
i mean, again, why do you have to choose apple or samsung? sell shelves during the gold rush and sell chains during the smartphone wars. that's the way to go, and qualcomm just raised their dividend. a good buyback plan now. they are terrific. >> i've got a question for you. you do a lot of asset allocation, keep talking about the great rotation going over five years. are you starting to advise your clients to lighten up on bonds and go more into equities or just sticking with equities?...
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Mar 20, 2013
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the president of samsung electronics america as samsung's product gets set to hit the market. we are live from the fomc statement. did bernanke kill the momentum? steve liesman is live from washington straight ahead. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. >> >> sam is upping is holding an event to unveil its products. tim baxter, president of samsung electronics america. good to have you with us. >> certainly a lot of changes have gone on with the tv in the living room. at this point what are the big products you're unveiling and why should consumers care about these products? >> the big things we're focused on is injecting more excitement and wow into the te
the president of samsung electronics america as samsung's product gets set to hit the market. we are live from the fomc statement. did bernanke kill the momentum? steve liesman is live from washington straight ahead. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket....
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Mar 19, 2013
03/13
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whether samsung or apple. people releapt and their behavior changes. >> if you're 17, you probably don't have many secrets to get out. >> no. >> dennis, just before you go, is this wristwatch, as you foresee it, sa huge revenue driver? >> el, there was an interesting estimate in a bloomberg story. about a $6 billion market. the watch market overall, not smart watches is basically zero market. the watch market is $60 billion market. it seems plausible to me that both apple and samsung can get a big chunk of that. >> you're not suggesting that? >> probably not. those are obviously pieces of jewelry, swatch group. the big swiss company has basically a strong l old by the control of the movements inside. that company has done very well. >> what kind of market are we talking about? something more than casio but less than a cartier? >> i would think so. one other thing to ponder as we speculate, is how did the two companies differentiate themselves? as jim cramer said earlier in the promo he wants ap toll bring out
whether samsung or apple. people releapt and their behavior changes. >> if you're 17, you probably don't have many secrets to get out. >> no. >> dennis, just before you go, is this wristwatch, as you foresee it, sa huge revenue driver? >> el, there was an interesting estimate in a bloomberg story. about a $6 billion market. the watch market overall, not smart watches is basically zero market. the watch market is $60 billion market. it seems plausible to me that both...
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Mar 25, 2013
03/13
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. >> apple and samsung and belkin. . so, how could this affect belkin's booming business? is the belkin ceo. great to have you with us. >> how sustainable is it for you to grow in the double digits? there is a lot of competition out there. >> we actually expect our growth to accelerate increasingly, our experiences with technology as people is more and more the personal very emotional choice. and if we could stay close to what really matters to people, we think that we can actually accelerate our growth. >> how do you think people will continue to choose your products? >> you have named a couple of folks that have had great success. we spend an extraordinary amount of time diving into these people and personal experiences there will always be a group of folks looking at the absolute lower cost. there is a group of people with fatter wallets. >> i'm wondering how you transition. some of the tablet growth coming from emerging markets. are we going to see the same trends how do you pivot and get people to buy your product in different markets? >> we are for sure. growth is gr
. >> apple and samsung and belkin. . so, how could this affect belkin's booming business? is the belkin ceo. great to have you with us. >> how sustainable is it for you to grow in the double digits? there is a lot of competition out there. >> we actually expect our growth to accelerate increasingly, our experiences with technology as people is more and more the personal very emotional choice. and if we could stay close to what really matters to people, we think that we can...
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Mar 19, 2013
03/13
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samsung says it's developing a so-called smart watch. this on the heels of rumor that apple is working on its own version of a wearable gadget. can samsung pull it off? and who would want a smart watch? who is that appealing to? ben baharon is with me, but roger kay has his doubts. roger, you don't think a smart watch is something that will really catch on. why? >> well, maria, people have stopped wearing watches about five years ago when they started using their smartphones. and unless it's a piece of jewelry, mostly people would rather just use their phones for now. >> ben, what do you think? >> i think there's a couple things. i think that, you know, thinking about this as a watch is probably the wrong way. if you look at something like the nike fuel band, it has time keeping capabilities in it, but it is not actually a watch. it's just one feature of that. i think the value proposition is more, you know, in lines with what wearable computers mean for us in the future and this just happens to be one that's worn on our wrist, and proba
samsung says it's developing a so-called smart watch. this on the heels of rumor that apple is working on its own version of a wearable gadget. can samsung pull it off? and who would want a smart watch? who is that appealing to? ben baharon is with me, but roger kay has his doubts. roger, you don't think a smart watch is something that will really catch on. why? >> well, maria, people have stopped wearing watches about five years ago when they started using their smartphones. and unless...
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Mar 18, 2013
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compare that against samsung. samsung last week had a new launch of the galaxy s4 and it was roughly the same as smartphones which was 19%. 2012 they finished at 30% and the phones they're producing are bigger. in some cases they got very low price points and they're in all of the markets and that's really, you know, the good thing about apple is they build a great phone and the bad thing is a lot of people can't afford those phones and that's a big issue. the galaxy s4 is launched in 155 countries last week simultaneously. the iphone is only sold in 100 countries. if you can't get the phone it's hard to buy it, so that's the problem. >> what about the transformation of the business, if they do launch phones at lower price points or relaunch the product cast degree. or is that just not on the same scale of magnitude as present iphone sales? does it not lose the needle, if you like? >> no. you asked an excellent question and it's the right one. the problem is this. if you go back to when apple reported the quarter,
compare that against samsung. samsung last week had a new launch of the galaxy s4 and it was roughly the same as smartphones which was 19%. 2012 they finished at 30% and the phones they're producing are bigger. in some cases they got very low price points and they're in all of the markets and that's really, you know, the good thing about apple is they build a great phone and the bad thing is a lot of people can't afford those phones and that's a big issue. the galaxy s4 is launched in 155...
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Mar 19, 2013
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. >>> new >>> new reports that samsung may be getting into the smart watch game, that is what bloomberg is reporting. they are constantly exploring new technologies. this is of course after apple reports that it is building a phone referred to as the watch. garmin, they have gps in watches. what is going on? >> garmin down today hitting a 52-week low. i spoke with analysts who say a report that apple like samsung is developing a wearable device compared to a much wa. garmin has devices that allowed people to track how far they run. this means could mean more competition for garmin which is already down some 17% this year. brian, back to you. >> josh, thank you very much. let's bring in mobile editor todd hazelton. now we don't just have battling products. we have battling rumors. >> that's right. >> this is a watch war. >> samsung actually does have gps tracking on it, it will track your calories burned and how fast you are moving. it's not a watch, though. it's like a wristwatch. i think we're going to see a boost in them. we got a confirmation from the executive today. >> >> so why do
. >>> new >>> new reports that samsung may be getting into the smart watch game, that is what bloomberg is reporting. they are constantly exploring new technologies. this is of course after apple reports that it is building a phone referred to as the watch. garmin, they have gps in watches. what is going on? >> garmin down today hitting a 52-week low. i spoke with analysts who say a report that apple like samsung is developing a wearable device compared to a much wa....
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Mar 22, 2013
03/13
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. >> i think it's three things, the first was samsung was going to launch its phone and it turned out to be not a threat. blackberry is launching and the jury is out. the third thing is that it's the should have, would of, could have, it's all the people sitting there saying, damn it, i should have bought it at 430 and now are chasing it higher. >> what about the fact you're going into a weekend, people are speculating about the dividend. >> right. which was done this time last year. >> exactly. when we were down in orlando covering an event and doing our show from there, the dividend was announced on a monday morning at the same time of year. so people are clearly at least some people trying to get ahead of what they perceive to be a moment that's going to happen sooner rather than later, right, weiss? >> greed, greed. >> isn't that part of it? >> and the stock traded up into the dividend announcement but it was only up 3% afterwards. >> but the stock did not move in the weeks that followed aggressively but it did move over the course of the next three to six months. so from that mom
. >> i think it's three things, the first was samsung was going to launch its phone and it turned out to be not a threat. blackberry is launching and the jury is out. the third thing is that it's the should have, would of, could have, it's all the people sitting there saying, damn it, i should have bought it at 430 and now are chasing it higher. >> what about the fact you're going into a weekend, people are speculating about the dividend. >> right. which was done this time...
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Mar 18, 2013
03/13
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a few weeks, everybody was worried about samsung, the new phone that came out. it came out, launch it last week and didn't surprise anybody except for people bullish on samsung and negative on apple think they'd lose more share. there's really nothing new there. the screen is a little bigger. that competitive thread gone, blackberry launch is actually going okay in terms of pre-orders from what i've heard. that's not enough to derail apple. to me, apple is still right now a product story. if you're buying it, you're putting faith you will have innovation when there is a new phone. when they announced the dividend last year, the stock was up 3%, not a new move, not why anybody is buying. >> how long will you hold it for? >> until i'm stopped out. that's not necessarily what i'm logging for. you had the high beta move in ikea and ikea has fallen back significantly. there is a secular challenge that blackberry faces the same secular challenge, blackberry is getting to the moment you have to have patient as whitney told us on this desk, i think blackberry is setting
a few weeks, everybody was worried about samsung, the new phone that came out. it came out, launch it last week and didn't surprise anybody except for people bullish on samsung and negative on apple think they'd lose more share. there's really nothing new there. the screen is a little bigger. that competitive thread gone, blackberry launch is actually going okay in terms of pre-orders from what i've heard. that's not enough to derail apple. to me, apple is still right now a product story. if...
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Mar 19, 2013
03/13
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next, the battle between apple and samsung does. samsung is developing a wearitable digital watch after apple was working on a smart watch. is anybody going to do this, julia? is anybody going to wear these things? >> i think it's a great idea. it's a smart watch called the pebble. it raised over $10 billion on kickstarter. the website says that they have people that use these digital watches and i think there is demand out there, especially if you can combine in some sort of fitness functional. it will tell you how many miles you've walked or what your heart rate is. i think it could be big business here. >> real quick, jon, what do you think? >> you've got to sell tens and millions of these. google controls the good parts of android and lunless they are working with google, it won't have a lot of what people expect. >>> and another major corporation gives social media a big fat thumbs down. we'll be back to talk about that and more as we continue the power rundown after this. ♪ [ male announcer ] this is karen and jeremiah. they
next, the battle between apple and samsung does. samsung is developing a wearitable digital watch after apple was working on a smart watch. is anybody going to do this, julia? is anybody going to wear these things? >> i think it's a great idea. it's a smart watch called the pebble. it raised over $10 billion on kickstarter. the website says that they have people that use these digital watches and i think there is demand out there, especially if you can combine in some sort of fitness...
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Mar 22, 2013
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it takes on market leaders apple and samsung and they have soared more than 150% in just the past six months. 150 -- i mean, this is a classic sort of dash for trash that we've seen so far this year. >> i like that, yes. where there are a lot of stocks that people questioned the future of the stocks and they questioned the quality of the stocks and these are the ones that had been gaining. >> right. blackberry, bed bath and beyond, best buy, hewlett-packard. >> yes. >> all companies thought to be on the ropes and all companies resurgent and all companies very inexpensive if they get it right. if they get it right, blackberry has no problem. >> eric schmidt will be in line because he's using one with the keyboard so he would have to wait for the q10 and not the z10 because ironically he uses a blackberry. he likes the keyboard. >> i'll tell you what's ironic, when i went to my college reunion. steve ballmer was using a nokia. why? microsoft -- >> exactly. he said look at this. oh, my god, i've never seen one of those. >> because nobody has one. >> if he'd pulled out a blackberry, it wo
it takes on market leaders apple and samsung and they have soared more than 150% in just the past six months. 150 -- i mean, this is a classic sort of dash for trash that we've seen so far this year. >> i like that, yes. where there are a lot of stocks that people questioned the future of the stocks and they questioned the quality of the stocks and these are the ones that had been gaining. >> right. blackberry, bed bath and beyond, best buy, hewlett-packard. >> yes. >>...
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Mar 21, 2013
03/13
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i think the fact that the samsung phones, the galaxy 4 will be wildly popular. apple will also have a winner. both second half stories. the qualcomm s-4 won't be in stores until april. that is the galaxy note are going to push them. that's all good for qualcomm. they make chips for everybody. so i like qualcomm. >> based on your votes out there, qualcomm beats microsoft. so the winner is still microsoft because of three to two. >> right. exactly. equal to you. georgetown education paying off right there. to see the full bracket in our competition, log on and remember you can get in on the game by tweeting us at cnbc fast money. tell us which stocks you're picking. there will never be any ties because you of course are the fifth trader. now let's get to your fast money madness pick from someone who knows his way around a basketball court. our next guest is the general manager of the indiana pacers and author of help the helper, building a culture of extreme team work. good to have you with us. >> great to be here. >> you're a long-term watcher of the show. so i k
i think the fact that the samsung phones, the galaxy 4 will be wildly popular. apple will also have a winner. both second half stories. the qualcomm s-4 won't be in stores until april. that is the galaxy note are going to push them. that's all good for qualcomm. they make chips for everybody. so i like qualcomm. >> based on your votes out there, qualcomm beats microsoft. so the winner is still microsoft because of three to two. >> right. exactly. equal to you. georgetown education...
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Mar 26, 2013
03/13
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the comparison to samsung, i get, but isn't it unfair given samsung's stock, to say that samsung has been flat since its launch and that's probably a victory for shares of samsung who have had a tremendous run. >> melissa, i think the worry is here's the samsung product that will displace the apple iphone. that didn't happen and the reviews were mixed. it's a great product and it's a formidable competitor for apple and going forward it it will be apple's turn and we expect new product launches in the summer. the stock is going to back and fill here probably for the next quarter, but -- >> go ahead. let's be clear about the next quarter. even today piper jaffray is reiterating its overweight in the price target and there's another analyst saying we believe that the current street numbers are too high for march and june. it is going to get bumpy on the announcements here, isn't it? >> it is, and i think what you're seeing is a lot of investors have expected this dividend announcement. we expect to see that dividend announcement when they announce the quarter and hopefully that will tak
the comparison to samsung, i get, but isn't it unfair given samsung's stock, to say that samsung has been flat since its launch and that's probably a victory for shares of samsung who have had a tremendous run. >> melissa, i think the worry is here's the samsung product that will displace the apple iphone. that didn't happen and the reviews were mixed. it's a great product and it's a formidable competitor for apple and going forward it it will be apple's turn and we expect new product...
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Mar 20, 2013
03/13
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. >> samsung is down the street unveiling new tv things today. sony is right in front of you right now. what do you do? >> sony is an interesting stock. when you go back a year ago, they were trading over $20. it got under $10 a share and now it's back to $17. low volumes. i'm not sure what they're doing. they haven't recovered since the walkman failed versus everything apple. they have the potential of going forward with the watch. only one analyst following the name, i think there are other names you'd rather be in. >> ag etf. >> i think in the long run this is probably a secular bull market still. i think agricultural is a long run bull story, but if dollar strength continues you could see weakness. >> holly frontier? >> the crack spreads are working for them big time, judge. that's not going to abite. i continue to like this one. gasoline prices, i don't like this, but if you're a shareholder of holly, you have done this. gas line prices up 45 cents per gallon this year. who does that go to? it goes to guys like this,h hfc. >> give me the int
. >> samsung is down the street unveiling new tv things today. sony is right in front of you right now. what do you do? >> sony is an interesting stock. when you go back a year ago, they were trading over $20. it got under $10 a share and now it's back to $17. low volumes. i'm not sure what they're doing. they haven't recovered since the walkman failed versus everything apple. they have the potential of going forward with the watch. only one analyst following the name, i think there...
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Mar 22, 2013
03/13
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it's meant to be out there competing with samsung devices and also apple products. wile we've son-in-lonly about t sold here at this story, there are still a lot of blackberry fans out there that are praising this device. >> blackberries have always had the best keyboards, but the way they implemented this with swooip with auto complete is pretty cool. the way to peek at your key hub, and the integration with facebook and twitter. so you can have a hub of all your interactions is, i think, a neat feature. >> now, as that gentleman said, obviously, there are a lot of users out there that are noticing these differences and it's blackberry who are hoping they'll like it and embrace the phone and hopefully pick up a little bit of market share. but just as the z-10 is making its debut, there are also reports out that apple is going to be coming out with the iphone 5s and the ipad 5. that would be on june 29th, according to those reports. so the smartphone wars are really far from over. and i want to mention that blackberry shares are down significantly this afternoon, mo
it's meant to be out there competing with samsung devices and also apple products. wile we've son-in-lonly about t sold here at this story, there are still a lot of blackberry fans out there that are praising this device. >> blackberries have always had the best keyboards, but the way they implemented this with swooip with auto complete is pretty cool. the way to peek at your key hub, and the integration with facebook and twitter. so you can have a hub of all your interactions is, i...
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Mar 26, 2013
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when you think about the hardware turned to apple and samsung. they're trying to reduce the costs to subseu tkaoeuz the hand sets. >> do people feel locked in anyway? >> you want to buy the a canadian. buy your canadian telecom companies with much greater yield. >> what are they? >> simon flannery. i'm restricted this morning from mentioning the leading one. >> roger is the leading one? >> it's one of the two. there's another one that's bigger. but i can't say the name this morning for restricted reasons. you're viewer would be sell served to take a look at that. simon flannery likes the big canadian telecom career can which does not have these problems. we like apple, andrew. they're going to basically raise the dividend. katey hubert has a $620 price target. it's down 13% for the year so far. everybody knows that high was 706. china mobile has 700 million subscribers. number three is a smart tv or smart watch. some new product. number 4 is cheaper iphone and cheaper ipad. those are the four drivers. there's many catalysts. you're always talking
when you think about the hardware turned to apple and samsung. they're trying to reduce the costs to subseu tkaoeuz the hand sets. >> do people feel locked in anyway? >> you want to buy the a canadian. buy your canadian telecom companies with much greater yield. >> what are they? >> simon flannery. i'm restricted this morning from mentioning the leading one. >> roger is the leading one? >> it's one of the two. there's another one that's bigger. but i can't...